David Hindi
David Hindi is a CFP-designated registered investment advisor at Oakgrowth Wealth Management LLC, based in Pasadena, CA, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 47 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $750K | 2.30% |
| $750K - $1.0M | 1.75% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
301 N. Lake Ave, Suite 600, Pasadena, CA, 91101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a licensed life and health insurance agent since 2000, providing insurance services and advising clients. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Oakgrowth Wealth Management LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Signator Investors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.